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About Us

Culture & Community

Weatherly’s culture is built upon a foundation of cooperation, unique dedication, and innovative thinking. Deeply rooted in our founder, our team, and our services, these qualities create the high-touch partnership we hold with each and every one of our clients.

We approach each financial situation and client relationship with a teamlike, multi-involvement style that allows us to deliver high quality and versatile services, tapping into our team’s strengths to ensure our clients receive the best thorough analysis, explanation, and most importantly, personalized experience.

At Weatherly, we validate and appreciate the worth of both professional and personal hard work. We take the time to understand the journey each of our clients have experienced to better understand how we can help sustain and grow their wealth. We seek ways in which we can organize, nurture, and grow our clients’ financial and personal lives, thus allowing them more time to be productive in the areas of their business, family, and the community. Our team values having the ability to take the weight of financial planning off, allowing more freedom for our clients to create, contribute, and innovate.

Community Involvement

Our team highly values community involvement and volunteer engagement as it speaks to our core values. Combining a mix of philanthropic events and regular donations, our team enjoys getting involved in a variety of ways.

Charitable Giving and Philanthropy are core values at Weatherly both in the advice we give to clients as well as the Ripple Effect we strive to create in our firm culture.

Over the years, Weatherly has volunteered at various San Diego charitable organizations and supported local and national nonprofits via our WAM Fidelity Donor Advised Fund (DAF). Since the inception of our DAF in 2014, the firm has made an annual commitment to contribute approximately 1% of net income to charities that our clients and team are passionate about. Some of the organizations we have donated to on a consistent basis include:

  • American National Red Cross
  • Feeding America San Diego
  • Meals on Wheels Greater San Diego
  • Rady’s Children’s Hospital Foundation
  • San Diego Rescue Mission
  • Susan G Komen Foundation

The firm’s and our clients’ philanthropic impact can be seen in the Fidelity Charitable Donor Advised Fund (DAF) numbers. With data as of 2021, Weatherly ranks in the Southern California region- extending from Santa Barbara down to San Diego and out to Las Vegas:

  • 3rd in total client accounts referred to the Fidelity Charitable platform
  • After removing family offices and national RIAs and only comparing firms with assets custodied at Fidelity, Weatherly ranks 4th largest in referred client dollars on the entire Fidelity Charitable platform.

“Adopt A Family” with Crisis House

December 2021

While the holiday season is commonly referred to as the most wonderful time of the year, for families in need it can often be the most stressful. This holiday season, Weatherly partnered with Crisis House to provide gift cards to make the holidays special for several local families. Crisis House works in our communities to stop the cycle of domestic violence and homelessness and connect individuals and families to critical resources and programs. Learn more about Crisis House here:

Blanket Making for San Diego Humane Society

October 2021

As the months turned colder, the Weatherly crew’s minds turned to our furry friends at the San Diego Humane Society. For our fall team building activity, we held a fleece blanket making activity and blanket drive amongst our team to donate to animals in need this fall and winter. Learn more about the San Diego Humane Society and the work they do for animals here:

Ocean Conservancy Beach Clean Up

June 2021

  • Group of people on the beach

In June of 2021, our team took advantage of a cooler San Diego afternoon to spend some time cleaning up our shoreline. As a team of avid beach-goers, the health of our oceans and waterways is a cause close to our hearts. The Ocean Conservancy’s “Clean Swell” app makes it easy for you to host your own beach clean up and provide data to their global ocean trash database that is utilized by researchers and policymakers working for cleaner oceans. Read more about Ocean Conservancy here:

International Women’s Day 2021

March 2021

  • Photo of Carolyn Taylor and Brooke Boone Kelly

Happy International Women’s Day from Weatherly! As a wealth management firm majority-owned by women, we witness the ripple effect of influential advances by women across the globe every day. We have the pleasure of working with women across all backgrounds, both as clients and as industry peers, and we continually see the positive change that women create when working together to uplift and support the community. In honor of the 2021 International Women’s Day we will be making donations to The San Diego Women’s Foundation and Catalyst Inc. To learn more about these incredible organizations and the work they do for women, please click on their linked names above!


Spring 2020

Over the course of the stay-at-home order, the Weatherly team has found a few creative ways to stay connected to each other during this unprecedented time. In addition to daily team video calls, the crew has been curating a playlist of songs we are listening to, as well as a WAM cookbook of recipes tried and deemed true during the quarantine. Some old, & some new, we hope this brings a bit of light to your time at home!

Download our cookbook

Listen to our playlist 

Jacobs & Cushman San Diego Food Bank: Holiday Food Drive

December 2019

To close out 2019, Weatherly hosted it’s 2nd annual holiday food drive in partnership with the Jacobs Cushman San Diego Food Bank. This year, Weatherly collected 200 pounds of food which delivered 167 meals to local families in need this holiday season. In its efforts to combat food insecurity, the Jacobs Cushman San Diego Food Bank provides emergency food to 350,000 children and families, active duty military, and fixed income seniors living in poverty each month. Thank you to all our clients that helped make our food drive a success!

Susan G. Komen 3 Day Breast Cancer Walk

November 2019

In November of 2019, Weatherly continued our annual tradition of setting up a cheering station for the Susan G. Komen 3-Day Walkers! The team dusted off our hot pink gear and handed out licorice treats and water to the walkers as they passed our office. Each year, we look forward to seeing our town turn pink in honor of raising money and awareness for breast cancer research. Since 2003, the Susan G. Komen walk has raised more than $848 million dollars for the cause. With every step, we get closer to the cure and we are proud to show our support for those who take on the challenge! Check out to learn more about the walk!

San Diego Humane Society

November 2019

In the 2017-2018, the SDHS served over 67,000 animals through pet adoptions, wildlife rehabilitation, community spay/neuter service and more. This year, thanks to the support of our communities, the SDHS is on their way to serving even more animals per year! In the fall of 2019, our team paid a visit to the Gaines Street campus of this great organization for a behind the scenes tour and afternoon of volunteering. We spent time socializing a few of the resident bunnies, made dog toys, and sorted food for the PAWS program whose focus is providing animal services and products to under served communities in San Diego, allowing many the ability to keep their pets when they otherwise wouldn’t be able to. To learn more about this organization and how to get involved please visit: 

9/11 San Diego Stair Climb

September 2019

On the 18th anniversary of the September 11th attacks, Weatherly remembers the lives of those we lost on that tragic day in American history, as well as their families and those still suffering with illness due to exposure to toxins during rescue efforts. This past weekend, a few members of the Weatherly crew honored those lost by volunteering at the 9/11 San Diego Stair Climb, a living memorial to the lives of the fallen Emergency Responders that jumped into action on that September morning. Proceeds from the Stair Climb go FirefighterAid, a San Diego based organization that provides charitable assistance to Firefighters and their families in crisis. Learn more about the 9/11 San Diego Stair Climb here:

Jacobs & Cushman San Diego Food Bank: Holiday Food Drive

December 2018

This holiday season, Weatherly celebrated by hosting our first ever Community Food Drive! Weatherly partnered with Jacobs & Cushman San Diego Food Bankt o organize this community service activity. This food bank works to provide food and resources to the 1 in 8 San Diegans who face hunger and food insecurity every day. Over the span of a month at the end of 2018, the Weatherly team collected over 100 pounds of food and helped Jacobs & Cushman San Diego Food Bank provide 87 meals to community members in need. To learn more about this cause and how you can get involved, please visit:

Susan G. Komen 3 Day Breast Cancer Walk

November 2018

Weatherly had the pleasure of once again cheering on the Susan G. Komen 3-Day Walkers as they started their 60-mile journey to raise money and awareness for the fight against breast cancer. We showed our support by donning Susan G. Komen pink and handing out snacks, water and messages of encouragement on Camino del Mar as the walkers passed the Weatherly office. To learn more about the Susan G. Komen organization, and it’s San Diego affiliate, Komen San Diego, please visit:

Ocean Conservancy Beach Clean Up

August 2018

To close out the summer of 2018, the Weatherly team put in work to clean up our local beaches! Our crew of beach lovers are passionate about keeping our oceans and waterways free of trash, so we decided to host a beach cleanup in Del Mar, through Ocean Conservancy using the Clean Swell app. The Ocean Conservancy created the Clean Swell app in 2016 to make keeping our oceans clean fun and easy. Learn how to get involved or host your own beach cleanup at:

Feeding San Diego

December 2017

This quarter, our team made our annual visit to Feeding America, San Diego headquarters. For our day of volunteering, we helped the distribution center sort over 6,000lbs of tomatoes and prepped them to be delivered to various food distribution locations within the San Diego County. Amid environmental crises, and the daily struggles families face with hunger, our team was reminded of the huge impact this organization has on the community.

Susan G. Komen 3 Day Breast Cancer Walk

November 2017

It’s that time of year again! The Susan G. Komen 3 Day walk came to San Diego this past weekend and the Weatherly Crew got the chance to cheer on the walkers as they started their 60-mile trek in Del Mar. The team got all dressed up in pink and handed out water to the walkers to show our support for the cause! Please visit the Susan G. Komen San Diego website at to learn more!

Helen Woodward Day

April 2017

This quarter, our crew of animal lovers spent an afternoon volunteering at the Helen Woodward Animal Center. Helen Woodward Animal Center is located in Rancho Santa Fe and has been in the business of saving animals in San Diego county and beyond for over 45 years! The Weatherly team was able to help with a few paint jobs around the property and take some time to play with some of their adorable animals. If you would like to learn more about this organization or view their adoptable pets please visit:

Susan G. Komen 3 Day Breast Cancer Walk

November 2016

Each year, The Susan G. Komen 3 Day walk comes to San Diego and Weatherly Asset Management gets a front row seat! This November, we set up a refreshment stand and decked ourselves out in pink gear to show support and encouragement for the walkers who set out to raise awareness and funds for breast cancer research. To learn more about the walk, and how you can get involved with this cause, please visit the Susan G. Komen San Diego website at

Feeding America Day

November 2015

As hunger is a global concern, we see its heavy effect within our community and the greater San Diego area. November 2015, Weatherly partnered with Feeding America to help get our team involved. The organization not only provides many avenues of support, but also is a great resource and educator on how to fight hunger, reduce food waste, and help families in need. See our behind the scenes experience at Feeding America below, or visit our Facebook page
here, and let us know if you’d like to get involved!

Want to get involved?

Reach out to our team! Weatherly is able to facilitate connections and provide recommendations on volunteering events, charitable organizations, and charitable giving. Ask any of our advisors how you can get started, and connect with us on social media to see what we’re up to.

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